6
6th Avenue Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 5 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
6th Avenue Partners acts solely as a solicitor, referring individuals, trusts, estates, charitable organizations, corporations and retirement plans to third‑party investment advisers. The firm does not provide investment advice, custody, or discretionary management and will not directly debit client accounts or maintain assets under management.
When evaluating independent managers, the firm reviews disclosure materials, performance and risk records, management style, reporting and pricing, and other factors it deems relevant, and it facilitates introductions and liaison support between clients and the selected advisers. 6th Avenue Partners does not supervise or monitor the investment activities of the third‑party advisers it refers and does not participate in wrap‑fee programs.
A distinctive aspect of the firm is its affiliation with the accounting firm Schulman Lobel LLP, where several supervised persons are also partners, creating referral relationships and potential conflicts that the firm discloses to clients. Rather than charging percentage‑of‑assets management fees, the firm’s compensation comes from referral arrangements with third‑party advisers and, in some cases, other service providers, and it offers clients the option to engage advisers of their choice.
Client services
Selection of other advisers
Referrals
Main office location
6th Avenue Partners, LLC
155 Village Boulevard, Suite 310
Princeton NJ 08540, United States
Number of offices
3
Most active in
6th Avenue Partners, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")